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Atria Investments, Inc: APH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on APH, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 102,071 APH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,071 shares
    Change vs previous 13F -585 shares

    0.18% of the 13F portfolio, value $17,997,111.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 102,656 shares
    Change vs previous 13F -12,302 shares

    0.15% of the 13F portfolio, value $12,970,622.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 114,958 shares
    Change vs previous 13F -3,899 shares

    0.18% of the 13F portfolio, value $15,535,487.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 118,857 shares
    Change vs previous 13F +25,764 shares

    0.17% of the 13F portfolio, value $14,708,589.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 93,093 shares
    Change vs previous 13F +2,934 shares

    0.11% of the 13F portfolio, value $9,192,980.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 90,159 shares
    Change vs previous 13F -239 shares

    0.08% of the 13F portfolio, value $5,913,529.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 90,398 shares
    Change vs previous 13F -4,965 shares

    0.08% of the 13F portfolio, value $6,278,165.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 95,363 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,213,871.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).